Practice Management

Partnering with advisors to deliver tailored support and resources that enhance client service and drive business growth.

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Empowering the growth
of advisor practices

Our four strategic pillars help advisors adopt proven business-building strategies with confidence.

Tech integration for advisors

Seamless technology integration can help advisors deepen client engagement, boost credibility and streamline operations.

Wealth management essentials

Even the most talented wealth management teams and loyal clients need the right structure to reach their full potential.

Transformational client experience

Deliver a truly exceptional client experience demands intentional communication, personalized strategies and deep client understanding.

Branch manager strategy

Our masterclasses are tailored for branch managers and wealth management leaders who want to attract top talent and accelerate growth.

The Mackenzie Practice Management Team

Rachel Martin, MA

Assistant Vice President, Practice Management Mackenzie Investments

Rachel holds a Master of Leadership and Organizational Behaviour degree from the University of Guelph. Her expertise spans across Women in Leadership, Coaching for Leaders and Foundations of Business Analysis. With over 10 years of industry experience, Rachel provides thought leadership across the financial industry and works closely with thousands of advisors in various distribution channels across Canada.

Diane Borges

Director, Practice Management
Mackenzie Investments.

With more than two decades of experience in the financial industry, Diane aims to educate advisory teams on comprehensive wealth management essentials, including streamlining processes to allow them to focus on revenue growth.  Fluent in multiple languages, Diane also holds an MA in Educational Leadership from Yorkville University and is currently pursuing Lean Green Belt certification with the Six Sigma Global Institute. 

©2025 Mackenzie Investments. All rights reserved.

Mutual funds sponsored by Mackenzie Investments are only qualified for sale in the provinces and territories of Canada. Please read a fund's prospectus and speak to an advisor before investing.